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Cumbre Internacional de Seguros Masivos LATAM 2012

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October 12, 2012

The Retail Insurance Summit Latin America 2012, October 8-11th 2012 at the Miami Beach Resort and Spa, Miami Beach, FL On Monday, October 8th 2012, I was joined by about 150 delegates who attended this Latin American Insurance conference. Hanson Wade, the conference planning company (headed by Nicola Freeman along with David Gonzalez and her… Read More ›

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Protected: A Recommended Format for A Strategic Marketing Plan

There is no excerpt because this is a protected post.

A sweet place to catch trout. rest and relax.

Research Reports to Aid You in Your Strategy Efforts

2012 Social Media Guide from CMO.com Very useful chart for guiding social media marketing. 2012 Social Media Predictions Accelerate Your Social Maturity Forrester Report Accenture Report on A New Era of Marketing: Create Your Upturn Administration on Aging: A Profile of Older Americans 2011 Statistics on the Aging Population Aetna’s Transformation – Must Read Strategic moves they are making… Read More ›

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Research, Tools and Favorite Videos on Major Trends

Welcome AIPAGIA Members! On March 17th 2012, I had the honor and privilege to present to a very special industry group, AIPAGIA.  While my attendance was brief, the time I spent with the members of this industry group was incredible. It was very reminiscent of my past participation at similar conferences when I was a… Read More ›

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Building Robust Distribution to Support Strategy – Updated October 2012

Introduction During the past year and a half, I have been working with a variety of different client companies to develop and improve their distribution networks. Distribution really matters when you consider that, on average, half of the price of the product is absorbed by activities related to getting that product from producer to the… Read More ›

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Strategic Risks – Threats and Opportunities

Figure 1: This is the logo of the new Consumer Financial Protection Bureau of the US Department of Treasury. Introduction My last post entitled: “A Prescription for Change” was about tackling change, one of the many strategic risks an organization faces. As every practitioner of strategy knows, strategic planning is a risky business so it… Read More ›

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A Prescription for Change

You Can Keep the Change…Say What? One of the tough things to swallow in business is the lip service paid by some executives towards change initiatives. It goes something like this: “Yeah, we know have to change but, we are too busy struggling to keep our clients happy while at the same time trying to… Read More ›

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Strategic Planning ~ Needs and Requirements

Once everyone on the strategic planning team agrees on what the definitions are (and the differences between) strategy, an objective, a goal and a tactic, then energy can be directed towards strategic plan development.  There is a fine line between success and failure in planning and like any business endeavor there are basic needs and… Read More ›

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The Importance of Strategy in Tumultuous Times

The economic upheaval over the past several years has caused a few of the more successful companies from the past to lose momentum making them vulnerable to the competition. This is particularly true in the financial services sector where several of the large, “too big to fail” companies and TARP fund recipients have been over reacting in the short term by retrenching, selling off assets and in many ways stumbling forward without a very cohesive long term strategy.

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